AUMdb

Valley Forge Fabrics, Inc 401(k) Plan

Sponsored by Valley Forge Fabrics, Inc. · EIN 132895229 · Plan #001

Total assets
$11.2M
Net assets
$11.2M
Active participants
109
With balances
119

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Mml Investors Services, Llc CRD 10409 deterministic · 100% 2024
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $55,930
Mml Investors Services Llc Investment advisory (plan), Other fees $0
Global Retirement Partners Llc Investment advisory (plan), Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0